W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$312K
3
+$243K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$234K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$173K

Top Sells

1
+$591K
2
+$110K
3
+$81.5K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$51.6K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$40.4K

Sector Composition

1 Technology 7.49%
2 Consumer Discretionary 3.62%
3 Communication Services 3.33%
4 Materials 3.25%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$32.9K 0.02%
206
202
$32.9K 0.02%
2,877
203
$32.5K 0.02%
989
-123
204
$32.2K 0.02%
284
205
$32.1K 0.02%
292
-8
206
$32.1K 0.02%
331
+14
207
$32K 0.02%
2,884
208
$31.8K 0.02%
443
-54
209
$31.2K 0.02%
361
+106
210
$31.2K 0.02%
319
211
$31.1K 0.02%
4,101
212
$30.9K 0.02%
159
213
$30.6K 0.02%
172
214
$30.4K 0.02%
376
-34
215
$30.2K 0.02%
294
216
$30.1K 0.02%
282
+12
217
$30K 0.02%
441
218
$29.8K 0.02%
2,437
-250
219
$29.7K 0.02%
420
220
$29.5K 0.02%
1,368
221
$29.4K 0.02%
288
-56
222
$29.3K 0.02%
461
223
$29K 0.02%
247
224
$28.6K 0.02%
280
225
$28.6K 0.02%
525
+39
7 8
9
10 11